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Dwarkesh asks what's actually bottlenecking AI capacity right now. Huang's first answer isn't fabs. Isn't memory. Isn't power. Isn't even regulation. It's plumbers and electricians. I think Huang is more in line with how economists think about this than how AI people do.In the paper we talked about how the binding constraint in chipmaking keeps moving. Fix CoWoS packaging, it shows up as HBM supply. Fix HBM, it's power. Fix power, it's tradesmen. Already quoted, Huang's own story about CoWoS ear
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